Senior Tax Consultant: Individual, Trusts, Estates (Cape Town CBD) at BDO South Africa

Primary Purpose of the Job 

• BDO has a vacancy for a Senior Tax Consultant: Individual, Trusts, Estates within the Private Tax business unit in the Tax Department. The incumbent will be reporting to the Head of Private Tax. 

Main Duties and responsibilities 

• Assisting BDO to achieve its financial targets driving the BDO brand, business development, technical tax competence and client service in line with BDO values.
• Quality control of all deliverables and ensuring compliance with the BDO risk policies and procedures to ensure meeting of statutory deadlines.
• Interpreting and applying theoretical knowledge to a practical business solution by utilising a sound knowledge of basic tax laws.
• Producing accurate work to a high technical standard.
• Gathering information from different sources by using effective research tools.
• Assisting with the research and preparation of proposals.
• Preparation of income tax computations.
• Preparing and/or reviewing income tax returns and supporting tax schedules.
• Preparing and/or reviewing provisional tax calculations.
• Preparing and/or reviewing objections and appeals.
• Assisting clients with tax issues, SARS audits and queries
• Adapting to a changing work environment and accommodate changing client demands.
• Liaising with SARS.
• Managing and maintaining client relationships.
• Preparing and managing budgets, debtors and monthly invoices.
• Producing accurate work and client deliverables to a high technical standard while coaching and mentoring junior staff.

Requirements

Qualifications, Recognition of Prior Learning, Work Experience, and Knowledge

Qualifications/Recognition of Prior Learning equivalent

• Bachelors Degree or Diploma in Tax.
• Preferably post graduate qualification in Tax or B. Com Hons.

Professional designation

• SAIT

Work Experience

• Minimum of 10 years’ in Individual, Trust and Estates experience

Competencies: Technical & Behavioural

Technical Competencies and Behavioural

• Technically strong with provisions of Income Tax Act and Tax Administration Act affecting personal tax, trust tax and estate duty, including capital gains tax.
• Experienced and competent with SARS eFiling, SARS contact centres and SARS systems and procedures.
• Experienced and competent with management of client portfolios and time management.
• Excellent communication skills (including verbal and written)
• Able to work independently with minimal supervision while being task and client deliverables driven.
• Collaborative and able to adapt to working as part of a larger team.
• Focus of risk processes and procedures.
• Planning and organisational skills, leadership skills and negotiating skills.
• Need to be assertive and pro-active and able to deal with statutory deadline pressures.

BDO Core Competencies

• Relationships and Collaboration
• Exceptional Client Service
• Business Growth
• Engaging people
• Leadership
• Quality, Risk management and Operational performance